Intersect Investment Services

Paper Summary:

This paper presents a case study on Intersect Investment Services, a financial services company. The paper suggests ways for Intersect Investment Services to improve customer satisfaction, reduce employee attrition and repair its tarnished company brand image. It bases its solutions on transformational leadership, organizational culture and change management concepts.

Table of Contents:
Abstract
Introduction
Situation Analysis
Issue and Opportunity Identification
Stakeholder Perspectives/Ethical Dilemmas
Problem Statement
End-State Vision
Alternative Solutions
Analysis of Alternative Solutions
Make No Changes
Postpone Merger with EnvironTech
Outsource to a Blended Non-proprietary Sales Call Center
Risk Assessment and Mitigation Techniques
Optimal Solution
Implementation Plan
Evaluation of Results
Conclusion
Tables

From the Paper:

"Intersect Investment Services has been a successful financial services institution for more than 25 years. However, during this time profitability in the financial services industry has become more volatile with many companies finding it difficult to sustain growth without changing to meet evolving customer expectations of diverse product offerings and personalized service. Intersect Investment has not kept pace with these changes in the marketplace. "Customer needs and expectations are evolving in the face of increasing personal wealth, more private funding of pensions and healthcare and the desire for ever more accessible and personalized financial products and services" (PricewaterhouseCoopers, 2007, Para 1)."

Sample of Sources Used:

• Baruah, S. K. (2006, April 12). U.S. Indian American Chamber of Commerce 2ndAnnual Convention. Retrieved April 1, 2007, from U.S. Department of Commerce Web Site: http://www.eda.gov/xp/EDAPublic/NewsEvents/Speeches3/baruah/Speech101206SKBWashDCIndian.xml
• Blanchard, K. (2007). Leading at a higher level. Executive Book Summaries, 29(3), 1-8.
• Ernst & Young. (2006). The Essential Guide to Risk - post IPO. Retrieved March 25, 2007, from http://www.ey.com/global/download.nsf/International/IPO_-_Essential_Guide_to_Risk_Post_IPO/$file/EY_SGM_EG_RiskPostIPO.pdf
• GCSE Business Studies. (n.d.). Growing a business. Retrieved March 19, 2007, from tutor2u.net Web Site: http://www.tutor2u.net/business/gcse/downloads/organisation_growing_a_business.pdf
• HP Financial Services. (2007). Competitive reach. Retrieved 2007, from http://h71028.www7.hp.com/enterprise/cache/126721-0-0-225-121.html

More papers on Intersect Investment Services:

• Case Study # 146370 : "Benchmarking Analysis: Intersect Investment Services"
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• Analytical Essay # 140241 : "Intersect Investment"

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